Step 1 – Make A Record Of Your Emergency Information Keeping your important information...
Archive - 2019
The Big Eight: Don’t Risk Your Retirement with These Mistakes
A big part of generating enough income to live off of in retirement, is identifying and mitigating...
Long-Term Care Costs and Your Estate Plan
Remember that the role of an elder law attorney is to be a client-centered advocate, which is a...
Figuring Out A Parent’s Financial Life, When They Cannot
Statistics tell us that it is very likely one or both of our parents will end up in a nursing home...
Are You Retiring in 2019? Here’s What You Need to Know
After putting in several decades of hard work so you could retire comfortably, it’s finally time to...
What Happens to Social Security when Your Spouse Dies?
Mary is 85 years old. Her husband, ‘Henry,’ is 89. They have been married 61 years. Mary told me...
What Taxes Do I Owe When I Inherit My Dad’s House?
There are many types of taxes to consider in connection with an estate: estate tax, inheritance tax...
Special Needs Families and Special Needs Trust
It's not just a matter of navigating day by day: Parents need the foresight to plan for their...
Power of Attorney: Why You’re Never Too Young
Although we all like to make our own decisions, there may come a time when we no longer have that...
Common Estate Planning Mistakes to Avoid
Here are a few things to avoid on your way to an appointment with a qualified estate planning...